Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : LSI Corporation -- Ignore unavailable to you. Want to Upgrade?

To: E. Graphs who wrote (19829)	8/26/1999 2:35:00 PM
From: patrick tang	Respond to of 25814

My guess on the separate launch dates are - The Japan market is a smaller volume market that can take a higher pricing. The PSII will probably be first produced in high cost 0.25um process. This suits the Japan market perfectly e.g. the Sony Robot dog. But because of the huge die size/extremely large transistor count of the CPU+graphic (20M transistors vs ~5M for the Pentium), making it on 0.25um will be touchy, not to mention costly. Hopefully sometimes around the end of the year, the 0.25um process is matured enough at Toshiba's new fab to produce enough of the CPU to meet the Japan market needs. The US market is much larger but very price sensitive. It would also benefit to have an initial 'success' first in Japan before the pivotal US launch that makes or breaks the product. One need the 0.18um for the high yields for low cost + volume. A matured 0.18um process will not be available till the second half of the year 2000. patrick